NWCAX Mutual Fund

NAV$54.54

Returns Overview

1 Month
-0.79%
3 Months
+21.43%
6 Months
+7.28%
YTD
+7.66%
1 Year
+12.53%
3 Years (annualized)
+28.44%
5 Years (annualized)
+18.37%
10 Years (annualized)
+25.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+8.97%
vs Peers
-1.31%

NWCAX Mutual Fund Performance

NWCAX performance across multiple time periods: 1-month -0.79%, YTD 7.66%, 1-year 12.53%, 3-year 28.44%, 5-year 18.37%, 10-year 25.35%.

NWCAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

NWCAX performance comparison shows side-by-side returns with another fund. NWCAX alternatives are available in the Mutual Fund Screener.